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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,701 | $117,829-66.3% | $102,423-61.2% | $145,877-72.8% |
| Participation rate | 95.7% | 78.6%+17.0pp | 76.5%+19.1pp | 80.3%+15.3pp |
| Annual return | 7.60% | 31.83%-24.2pp | 29.42%-21.8pp | 551.28%-543.7pp |
| Employer contribution / active EE | $1,739 | $3,615-51.9% | $3,023-42.5% | $4,663-62.7% |
| Participant deferral / active EE | $1,112 | $5,732-80.6% | $5,054-78.0% | $6,691-83.4% |
| Admin fee / account holder | $15,180 | $13,335+13.8% | $9,455+60.6% | $13,402+13.3% |